Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.
Description
Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines.
Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses.
Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them.
Easily check discrepancies and errors and export these in report format.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Salesforce
Yes
CompliantPro
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
No
Pipedrive
No
QuickBooks Cash
No
QuickBooks Online
Yes
Xero
No
Zendesk
No
Integrations
Salesforce
Yes
CompliantPro
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
Yes
Pipedrive
Yes
QuickBooks Cash
Yes
QuickBooks Online
No
Xero
Yes
Zendesk
Yes
Pricing Details
$60 per month
Free Trial
No
Free Version
No
Pricing Details
$899 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CommissionTrac
Founded
2016
Country
United States
Website
commissiontrac.com
Vendor Details
Company Name
Commissionly
Founded
2018
Country
United Kingdom
Website
www.commissionlytracker.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Compensation Management
Bonus Management
No
Compensation Assessment
Yes
Compensation Calculation
Yes
Compensation Plan Modeling
Yes
Compensation Statements
Yes
Employee Reward Programs
No
Incentive Programs
Yes
Organizational Charting
No
Salary Planning
Yes
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
No
Quote Management
No